Skip to content
Disclosery

Sigma Planning Corp: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Planning Corp on IVE, newest first. How the timeline and the estimate are built.

Sigma Planning Corp held 96,026 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,026 shares
    Change vs previous 13F -11,893 shares

    0.55% of the 13F portfolio, value $21,803,650.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 107,919 shares
    Change vs previous 13F +1,907 shares

    0.63% of the 13F portfolio, value $22,787,009.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 106,012 shares
    Change vs previous 13F +1,676 shares

    0.62% of the 13F portfolio, value $22,481,951.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 104,336 shares
    Change vs previous 13F -11,343 shares

    0.61% of the 13F portfolio, value $21,546,486.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 115,679 shares
    Change vs previous 13F -570 shares

    0.68% of the 13F portfolio, value $22,605,931.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 116,249 shares
    Change vs previous 13F +8,063 shares

    0.71% of the 13F portfolio, value $22,154,676.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 108,186 shares
    Change vs previous 13F -4,636 shares

    0.65% of the 13F portfolio, value $20,650,600.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 112,822 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $22,245,116.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).